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BRADLEY FOSTER & SARGENT INC/CT: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRADLEY FOSTER & SARGENT INC/CT on AXP, newest first. How the timeline and the estimate are built.

BRADLEY FOSTER & SARGENT INC/CT held 141,891 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,891 shares
    Change vs previous 13F +5,576 shares

    0.68% of the 13F portfolio, value $47,994,606.

    13F-HR 0001015086-26-000006 filed by BRADLEY FOSTER & SARGENT INC/CT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 136,315 shares
    Change vs previous 13F +298 shares

    0.64% of the 13F portfolio, value $41,232,670.

    13F-HR/A 0001015086-26-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 136,017 shares
    Change vs previous 13F -320 shares

    0.74% of the 13F portfolio, value $50,319,361.

    13F-HR 0001015086-26-000001 filed by BRADLEY FOSTER & SARGENT INC/CT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 136,337 shares
    Change vs previous 13F -612 shares

    0.67% of the 13F portfolio, value $45,285,655.

    13F-HR 0001015086-25-000013 filed by BRADLEY FOSTER & SARGENT INC/CT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 136,949 shares
    Change vs previous 13F -4,356 shares

    0.68% of the 13F portfolio, value $43,683,969.

    13F-HR 0001015086-25-000007 filed by BRADLEY FOSTER & SARGENT INC/CT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 141,305 shares
    Change vs previous 13F +1,774 shares

    0.65% of the 13F portfolio, value $38,018,121.

    13F-HR 0001015086-25-000005 filed by BRADLEY FOSTER & SARGENT INC/CT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 139,531 shares
    Change vs previous 13F +3,041 shares

    0.7% of the 13F portfolio, value $41,411,540.

    13F-HR 0001015086-25-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 136,490 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $37,016,058.

    13F-HR 0001015086-24-000011 filed by BRADLEY FOSTER & SARGENT INC/CT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).